KCS Wealth Advisory’s AT&T T Stock Holding History

KCS Wealth Advisory’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,471	Closed	-$202K	–	160
2023 Q1	$202K	Sell	10,471 -1,199	-10%	-$22.9K	0.08%	140
2022 Q4	$215K	Sell	11,670 -1,282	-10%	-$22.9K	0.09%	141
2022 Q3	$199K	Sell	12,952 -11,545	-47%	-$210K	0.09%	141
2022 Q2	$513K	Sell	24,497 -8,599	-26%	-$171K	0.23%	98
2022 Q1	$591K	Sell	33,096 -466	-1%	-$8.62K	0.27%	94
2021 Q4	$624K	Buy	33,562 +17,755	+112%	+$332K	0.25%	102
2021 Q3	$322K	Sell	15,807 -932	-6%	-$19.6K	0.15%	117
2021 Q2	$364K	Sell	16,739 -202	-1%	-$4.59K	0.17%	117
2021 Q1	$387K	Buy	16,941 +241	+1%	+$5.33K	0.2%	116
2020 Q4	$363K	Sell	16,700 -4,259	-20%	-$91.8K	0.24%	114
2020 Q3	$451K	Sell	20,959 -915	-4%	-$20.4K	0.36%	95
2020 Q2	$499K	Sell	21,874 -1,834	-8%	-$41.8K	0.41%	87
2020 Q1	$522K	Sell	23,708 -2,772	-10%	-$75.7K	0.53%	74
2019 Q4	$782K	Buy	26,480 +11,813	+81%	+$341K	0.59%	76
2019 Q3	$419K	Sell	14,667 -2,454	-14%	-$65K	0.29%	112
2019 Q2	$433K	Buy	+17,121	New	+$411K	0.34%	109
2018 Q4	–	Sell	-8,545	Closed	-$217K	–	162
2018 Q3	$217K	Sell	8,545 -351	-4%	-$8.6K	0.2%	140
2018 Q2	$216K	Buy	8,896 +1,075	+14%	+$27K	0.2%	142
2018 Q1	$211K	Buy	7,821 +985	+14%	+$27.4K	0.19%	152
2017 Q4	$201K	Buy	+6,836	New	+$187K	0.19%	159

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

KCS Wealth Advisory's T Position: Q2 2023 in Review

KCS Wealth Advisory sold out of AT&T (T) in Q2 2023, closing a stake of 10,471 shares — an estimated $202K sold.

KCS Wealth Advisory first reported a position in T in Q4 2017 and held it in 20 quarters. The position peaked at $782K in Q4 2019. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

KCS Wealth Advisory reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
KCS Wealth Advisory sold 10,471 AT&T shares in Q2 2023, an estimated $202K.
KCS Wealth Advisory first reported a position in AT&T in Q4 2017 and held it in 20 quarters.
KCS Wealth Advisory's AT&T position peaked at $782K in Q4 2019.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on KCS Wealth Advisory's 13F filing for Q2 2023, filed 18 Jul 2023.